{"id":403806,"date":"2020-12-21T10:03:09","date_gmt":"2020-12-21T15:03:09","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=403806"},"modified":"2020-12-21T10:03:09","modified_gmt":"2020-12-21T15:03:09","slug":"ubs-private-wealth-management-hires-usd-1-7bn-philadelphia-based-financial-advisor-team","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-private-wealth-management-hires-usd-1-7bn-philadelphia-based-financial-advisor-team\/","title":{"rendered":"UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team"},"content":{"rendered":"<p>        <!--.bwalignc { text-align: center; list-style-position: inside }body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p class=\"bwalignc\"><b>UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team<\/b><\/p>\n<p>PHILADELPHIA&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS Private Wealth Management (PWM) today announced that Private Wealth Advisors Scott Belveal and Adam Lambert will be joining UBS. The team manages approximately USD 1.7 billion in client assets.\n<\/p>\n<p>\nScott and Adam will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Philadelphia office, reporting to Branch Manager Brendan Graham.\n<\/p>\n<p>\n\u201cI\u2019m delighted that these two, productive advisors are joining our growing Northeast market,\u201d said John Mathews, Head of UHNW and PWM Americas at UBS Global Wealth Management. \u201cWe believe we have the strongest platform for Private Wealth Advisors in the Americas, and with our suite of Ultra-High Net Worth capabilities, advisors like Scott and Adam will be able to deliver the full power of UBS to their clients.\u201d\n<\/p>\n<p>\nScott and Adam will be joined by Max Hine, Relationship Manager, Kendal Glatthorn, Team Business Manager, and Ray Farnesi, Wealth Strategy Associate.\n<\/p>\n<p>\n\u201cScott, Adam and their team bring decades of experience working with Ultra High Net Worth clients and we are pleased to welcome them to UBS,\u201d said Julie Fox, Northeast Private Wealth Market Head at UBS Global Wealth Management. \u201cWe are focused on growing our team of productive financial advisors and are confident that Scott, Adam and their talented team will help us expand our Philadelphia market.\u201d\n<\/p>\n<p>\nScott, Adam, Max, Kendal and Ray will be serving out their notice period prior to joining UBS.\n<\/p>\n<p>\nScott has decades of experience in the financial services industry and spent the past 20 years at Goldman Sachs, both in Menlo Park, California and in Philadelphia. He served six years as an Infantry officer in the U.S. Army. He received an MBA from Columbia University and is a graduate of the United States Military Academy.\n<\/p>\n<p>\nAdam spent 10 years at Goldman Sachs working as a Private Wealth Advisor in Philadelphia. Previously, he spent five years at Marsh McLennan. He received an MBA from Vanderbilt University and a BBA from the University of Michigan.\n<\/p>\n<p><b>About UBS Global Wealth Management <\/b><\/p>\n<p>\nAs the world&#8217;s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.\n<\/p>\n<p>\n\u00a9 UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.\n<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20201221005482r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20201221005482\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20201221005482\/en\/<\/a><\/span><\/p>\n<p><b>Media:<br \/>\n<\/b><br \/>Huw Williams<br \/>\n<br \/>Head of Media Relations, UBS Global Wealth Management Americas<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:huw.williams@ubs.com\">huw.williams@ubs.com<br \/>\n<\/a><br \/>+1 (212) 713 3130\n<\/p>\n<p>\nScott Gamm<br \/>\n<br \/><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fstrategyvoiceassociates.com%2F&amp;esheet=52352138&amp;newsitemid=20201221005482&amp;lan=en-US&amp;anchor=Strategy+Voice+Associates%2C+LLC&amp;index=1&amp;md5=bfd1d432b400e960bb6d8ac5e3885a9f\">Strategy Voice Associates, LLC<br \/>\n<\/a><br \/><a rel=\"nofollow\" href=\"mailto:scott@strategyvoiceassociates.com\">scott@strategyvoiceassociates.com<\/a><\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=52352138&amp;newsitemid=20201221005482&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=2&amp;md5=b9bb3936ac55f83349ef9c8e5edc1e87\">https:\/\/www.ubs.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> Pennsylvania United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Small Business Banking Professional Services Finance<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20201221005482\/en\/780445\/3\/ubs_semibold_4c.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team PHILADELPHIA&#8211;(BUSINESS WIRE)&#8211; UBS Private Wealth Management (PWM) today announced that Private Wealth Advisors Scott Belveal and Adam Lambert will be joining UBS. The team manages approximately USD 1.7 billion in client assets. Scott and Adam will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Philadelphia office, reporting to Branch Manager Brendan Graham. \u201cI\u2019m delighted that these two, productive advisors are joining our growing Northeast market,\u201d said John Mathews, Head of UHNW and PWM Americas at UBS Global Wealth Management. \u201cWe believe we have the strongest platform for Private Wealth Advisors in the Americas, and with our suite of Ultra-High Net Worth capabilities, advisors &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-private-wealth-management-hires-usd-1-7bn-philadelphia-based-financial-advisor-team\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-403806","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-private-wealth-management-hires-usd-1-7bn-philadelphia-based-financial-advisor-team\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team PHILADELPHIA&#8211;(BUSINESS WIRE)&#8211; UBS Private Wealth Management (PWM) today announced that Private Wealth Advisors Scott Belveal and Adam Lambert will be joining UBS. The team manages approximately USD 1.7 billion in client assets. Scott and Adam will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Philadelphia office, reporting to Branch Manager Brendan Graham. \u201cI\u2019m delighted that these two, productive advisors are joining our growing Northeast market,\u201d said John Mathews, Head of UHNW and PWM Americas at UBS Global Wealth Management. \u201cWe believe we have the strongest platform for Private Wealth Advisors in the Americas, and with our suite of Ultra-High Net Worth capabilities, advisors &hellip; Continue reading &quot;UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-private-wealth-management-hires-usd-1-7bn-philadelphia-based-financial-advisor-team\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2020-12-21T15:03:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20201221005482r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-private-wealth-management-hires-usd-1-7bn-philadelphia-based-financial-advisor-team\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-private-wealth-management-hires-usd-1-7bn-philadelphia-based-financial-advisor-team\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team\",\"datePublished\":\"2020-12-21T15:03:09+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-private-wealth-management-hires-usd-1-7bn-philadelphia-based-financial-advisor-team\\\/\"},\"wordCount\":485,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-private-wealth-management-hires-usd-1-7bn-philadelphia-based-financial-advisor-team\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20201221005482r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-private-wealth-management-hires-usd-1-7bn-philadelphia-based-financial-advisor-team\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-private-wealth-management-hires-usd-1-7bn-philadelphia-based-financial-advisor-team\\\/\",\"name\":\"UBS Private Wealth Management Hires USD 1.7bn Philadelphia-Based Financial Advisor Team - 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